Cedar Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Cedar Wealth Management’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-168	Closed	-$20K	–	319
2022 Q3	$20K	Hold	168	–	–	0.01%	216
2022 Q2	$20K	Hold	168	–	–	0.01%	225
2022 Q1	$22K	Hold	168	–	–	0.01%	241
2021 Q4	$26K	Hold	168	–	–	0.01%	227
2021 Q3	$27K	Hold	168	–	–	0.01%	187
2021 Q2	$28K	Hold	168	–	–	0.01%	194
2021 Q1	$25K	Hold	168	–	–	0.01%	182
2020 Q4	$25K	Hold	168	–	–	0.01%	162
2020 Q3	$23K	Hold	168	–	–	0.01%	158
2020 Q2	$23K	Hold	168	–	–	0.02%	158
2020 Q1	$18K	Sell	168 -168	-50%	-$19.3K	0.01%	166
2019 Q4	$40K	Buy	+336	New	+$37.5K	0.02%	99

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cedar Wealth Management's IBB Position: Q4 2022 in Review

Cedar Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2022, closing a stake of 168 shares — an estimated $20K sold.

Cedar Wealth Management first reported a position in IBB in Q4 2019 and held it in 12 quarters. The position peaked at $40K in Q4 2019. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Cedar Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2022 after selling out during the quarter.
Cedar Wealth Management sold 168 iShares Biotechnology ETF shares in Q4 2022, an estimated $20K.
Cedar Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 12 quarters.
Cedar Wealth Management's iShares Biotechnology ETF position peaked at $40K in Q4 2019.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.